Concourse Financial Group Securities’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,766
| Closed | -$2.37M | – | 7150 |
|
|
2024
Q4 | $2.37M | Sell |
28,766
-190
| -0.7% | -$15.7K | 0.13% | 159 |
|
|
2024
Q3 | $2.61M | Buy |
28,956
+426
| +1% | +$38.4K | 0.16% | 144 |
|
|
2024
Q2 | $2.21M | Sell |
28,530
-565
| -2% | -$43.8K | 0.14% | 155 |
|
|
2024
Q1 | $2.09M | Buy |
29,095
+152
| +0.5% | +$10.9K | 0.13% | 161 |
|
|
2023
Q4 | $2.03M | Buy |
28,943
+419
| +1% | +$29.4K | 0.14% | 147 |
|
|
2023
Q3 | $1.85M | Buy |
28,524
+2,038
| +8% | +$132K | 0.14% | 154 |
|
|
2023
Q2 | $1.86M | Sell |
26,486
-3,769
| -12% | -$265K | 0.14% | 144 |
|
|
2023
Q1 | $2.11M | Sell |
30,255
-1,207
| -4% | -$84K | 0.16% | 135 |
|
|
2022
Q4 | $2.25M | Buy |
31,462
+2,886
| +10% | +$206K | 0.18% | 125 |
|
|
2022
Q3 | $1.94M | Sell |
28,576
-501
| -2% | -$34.1K | 0.18% | 125 |
|
|
2022
Q2 | $2.07M | Buy |
29,077
+682
| +2% | +$48.6K | 0.18% | 130 |
|
|
2022
Q1 | $2.06M | Sell |
28,395
-4,322
| -13% | -$313K | 0.15% | 142 |
|
|
2021
Q4 | $2.24M | Sell |
32,717
-1,349
| -4% | -$92.5K | 0.13% | 153 |
|
|
2021
Q3 | $2.11M | Sell |
34,066
-2,474
| -7% | -$153K | 0.13% | 146 |
|
|
2021
Q2 | $2.21M | Sell |
36,540
-1,164
| -3% | -$70.4K | 0.14% | 136 |
|
|
2021
Q1 | $2.34M | Sell |
37,704
-2,737
| -7% | -$170K | 0.16% | 127 |
|
|
2020
Q4 | $2.48M | Buy |
40,441
+1,790
| +5% | +$110K | 0.19% | 119 |
|
|
2020
Q3 | $2.1M | Buy |
38,651
+1,694
| +5% | +$91.9K | 0.18% | 118 |
|
|
2020
Q2 | $1.92M | Sell |
36,957
-1,913
| -5% | -$99.2K | 0.19% | 109 |
|
|
2020
Q1 | $2.1M | Buy |
38,870
+7,837
| +25% | +$424K | 0.23% | 93 |
|
|
2019
Q4 | $1.98M | Buy |
31,033
+25,652
| +477% | +$1.63M | 0.2% | 106 |
|
|
2019
Q3 | $332K | Sell |
5,381
-22,105
| -80% | -$1.36M | 0.08% | 189 |
|
|
2019
Q2 | $1.52M | Buy |
27,486
+955
| +4% | +$52.8K | 0.15% | 111 |
|
|
2019
Q1 | $1.37M | Sell |
26,531
-359
| -1% | -$18.5K | 0.14% | 117 |
|
|
2018
Q4 | $1.18M | Buy |
26,890
+18,104
| +206% | +$795K | 0.14% | 138 |
|
|
2018
Q3 | $383K | Buy |
+8,786
| New | +$383K | 0.11% | 179 |
|